Dow Down0.62% Nasdaq Down1.14%

Forester Value R (FVRLX)

12.65 Down 0.05(0.39%) Sep 22

Risk as of Aug 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:1
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return(Dec 30, 2013):9.31%
Worst 1 Yr Total Return(Dec 30, 2012):-4.10%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticFVRLXCategory
Alpha (against Standard Index)-3.42-2.56
Beta (against Standard Index)0.250.57
Mean Annual Return0.130.71
R-squared (against Standard Index)41.8265.37
Standard Deviation4.568.34
Sharpe Ratio0.341.02
Treynor Ratio5.6415.22
5 Years
StatisticFVRLXCategory
Alpha (against Standard Index)-2.10-1.84
Beta (against Standard Index)0.330.62
Mean Annual Return0.290.71
R-squared (against Standard Index)64.0070.58
Standard Deviation5.5010.00
Sharpe Ratio0.620.84
Treynor Ratio9.8914.46
10 Years
StatisticFVRLXCategory
Alpha (against Standard Index)-0.740.41
Beta (against Standard Index)0.400.64
Mean Annual Return0.320.57
R-squared (against Standard Index)45.3666.32
Standard Deviation8.7311.46
Sharpe Ratio0.260.45
Treynor Ratio4.933.90